Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.62%
3 year
9.83%
5 year
5.93%
10 year
7.95%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
9.82%
Sharpe
0.83
Sortino
1.39
Max drawdown
-14.26%
Best month
7.78%
Worst month
-6.47%
Beta vs VTSAX
0.70
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.